All Insights

Positive market outlook regardless of prime minister Abe’s resignation

Mitsuhiro Yuasa offers his market outlook on the back of the resignation of Japan's prime minister Abe.

The road to recovery in Japan

Yutaka Uda looks at the growth potential in the Japanese markets amid a resurgence of COVID-19 cases.

The Fed saves jobs, but personal woes continue

Eric Vanraes gives his outlook on the macroeconomic and monetary policy picture against a backdrop of COVID-19 concerns.

Enduring Volatility

Willem Vinke reflects on July’s performance, noting caution as he looks at current levels of economic and political risk.

Recovery continues in Europe

Bertrand Faure discusses why active and fundamental management is critical as European markets start to recover.

China showing first signs of recovery

Lilian Co examines the past month’s activity in the Chinese equity markets against a backdrop of improving economic sentiment.

Onwards and upwards

Eric Sturdza reflects on the positive performance of the Sturdza Family Fund in July and looks ahead to the remainder of the year.

Signalling the start of recovery

Mitsuhiro Yuasa looks for the first signs of recovery in Japan as the economy starts to emerge from the COVID-19 crisis.

Japan: Seizing Investment Opportunities During Market Volatility

Mitsuhiro Yuasa discusses the challenges and opportunities within the Japanese equity markets and the action taken through the market volatility to cease these.

Resilient market optimism

Lilian Co comments on the thriving internet related retail and gaming industries, as consumers come to terms with the long path to normality.

The stimulus cushion

Willem Vinke reasons that the true economic impact has yet to be realised due to the intervention of central banks and governments.

Investment in infrastructure to determine the direction of the market

Yutaka Uda explores the potential of job creation through investment in infrastructure and the impact on the future of the market.